Simply Business

Scaling distribution and carrier partnerships through automated connectivity

Digital retail agency Simply Business’s primary challenge was accessing policy data throughout the entire lifecycle to support their "bind, issue, pay" strategy. They needed a way to capture daily information about customer policies sold through their digital platform to enable faster, more accurate service.

To solve this, the agency integrated Ivans Download™ with their management system to convert carrier data into a format their platform could consume and process. The integration also needed to complement their existing API strategy by providing a daily feed of policy activity.

Today, Simply Business is working with Ivans® to reimagine their customer service. Kathy Trimble, Head of Business Development, notes that because their digital store is open 365 days a year, having real-time data enables them to serve micro-commercial customers who need assistance outside traditional 9-to-5 hours. Beyond operations, Ivans serves as a growth lever by making it easier to add more carriers and products to its platform, allowing Simply Business to reach underserved and underinsured communities.